• Own adoption and success for a portfolio of Fieldguide advisory customers, with accountability for usage, outcomes, and long-term retention • Drive deep platform adoption across advisory teams by actively working inside the product to configure workflows, templates, and engagement structures • Translate advisory methodologies, service offerings, and best practices into scalable, repeatable Fieldguide workflows • Partner directly with advisory teams to improve engagement execution, delivery consistency, and client outcomes through better workflow design • Lead customer enablement, training, and change management to help teams move away from bespoke, manual, or legacy delivery models • Identify usage gaps, inefficiencies, and delivery risks, and proactively recommend improvements • Serve as a practitioner-advisor—comfortably challenging teams to adopt stronger, more scalable advisory practices • Collaborate cross-functionally with Product, Engineering, and Implementation to provide real-world advisory feedback and influence roadmap priorities • Support renewals and expansion by ensuring customers are realizing clear, provable value across advisory service lines • Contribute to scalable success initiatives, including playbooks, templates, enablement content, and best-practice frameworks • Own and exceed KPIs related to adoption, retention, customer outcomes, and platform usage